Family Office News
Keep up with the latest family office news to learn how these wealth management firms are serving ultra-high-net-worth (UHNW) investors.
Ultra-Wealthy Clients Are Sitting on Cash, Ready to Invest
By Jane Wollman RusoffActivity has picked up lately as they've pounced on "market dislocations," John Mathews, UBS' private wealth head, tells ThinkAdvisor.
July 08, 2022
Billionaires Can't Get Enough of Private EquityThe ultra-wealthy are stepping up as pension funds and endowments reach their limits.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
April 06, 2022
4 Ways to Help Clients Maximize Their Charitable ImpactA Morgan Stanley expert in philanthropy management shares strategies for advisors to use in guiding their clients toward proactive giving.
February 24, 2022
Family Offices Need Succession Planning Advice: SurveyEconomic and social disruption are leading family office executives to adjust their approaches, BNY Mellon Wealth Management found.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
November 23, 2021
North American Family Offices Eye Up Cannabis and Crypto InvestmentsEighty-six percent of North American family offices report that their wealth increased over 2020 and 2021.
October 15, 2021
Charitable Giving Advice Linked to More Assets, Faster Growth: FidelityAdvisors who offer charitable planning have better client relationships in a number of quantifiable ways, research finds.